Alan started his investing journey back in the year 1997, when the Asian Financial Crisis hit. He joined the banking and finance sector and spent the last 20 years assuming different roles in investment banking, private banking, and retail banking. His strength lies in his long years spent in investment banking; handling deal origination, bookrunning for primary and secondary issues of securities, and corporate broking. He had participated in a number of Singapore IPOs as a bookrunner for renowned companies like Hutchison Port Holdings, Global Logistic Properties, Ascendas Hospitality Trust, IHH Healthcare, Genting SP and OUE Ltd, just to name a few. He was an ex proprietary trader with a UK based hedge fund, trading various instruments which include equities, ETFs, FX and other derivatives like interest rates swaps, options and futures. Experienced in managing investment portfolios, with focus on asset allocation and portfolio construction. He had managed portfolio size of $180m in the past.
His interests include developing business strategies for corporates and investment strategies. He graduated with a Master of Science degree, majoring in Finance. He is licensed by the Monetary Authority of Singapore (MAS) to issue or promulgate analyses and reports on securities and collective investment scheme. He is currently an Assistant Director at iFast Global Market, a subsidiary of iFAST Corporation Ltd, a Singapore-listed company since 2014. He is an Institute of Banking and Finance (IBF) certified trainer as well; conducting classes on topics like investments and wealth management.
Recently, he had completed a course conducted by NUS Business School on Fintech and its impact on financial services sector. The course had provided him with greater insights into blockchain technology and its potential disruption to the financial services sector.
Why This Blog?
This blog was created for the investment community. George Soros once said, “Investors operate with limited funds and limited intelligence, they don’t need to know everything. As long as they understand better than others, they have an edge.”
What I hope to achieve is to allow readers to have that edge which George Soros mentioned. There are tons of information out there in the market everyday. The more we understand the macro-environment in which the stock market is operating in, the more we have an advantage over the other market participants. The more data and understanding we have, the more informed our investment decisions will be.
Why Alan?
Market Experience
An experienced professional to guide you in your investment journey through treacherous market conditions.
Market Updates
Regular market updates will be given to clients. This will be done through traditionally; a phone call or clients can simply visit my blog to read on the latest developments in the market at their convenience, 24 hours a day, 7 days a week.
Asset Allocation
Instruments are deployed based on clients’ risk profile and investing objectives. Periodic review of asset allocation to ensure risk management to maximise risk-adjusted return.
Joint Seminars with Fund Houses
Invitations to joint webinars or seminars organised periodically by fund houses to ensure clients have access to the latest development in the market.
Testimonials
I was a client of Alan during his tenure as a relationship manager at Standard Chartered Bank. Alan has great passion for the market and is very willing to share the latest market development and his positioning strategy through different market conditions. I am impressed with his knowledge and generosity. He was more than a relationship manager, putting ethics first before his pockets. Even with his departure, we continue to stay in touch and catch up on investing and life. A very amiable person and good at what he does!
Reynold Tan, Partner/ Portfolio Manager at Arkenomics Capital
I am very satisfied with my Investment Advisor Alan Yeo’s service, particularly his professionalism and pride in his work. He demonstrated good knowledge, and sound judgement on matters that I needed his assistance on. His passion, as well as his understanding of my portfolio needs is a differentiating factor in my view of him as an Investment Advisor.
Carolyn Ang, Business Owner
I had the pleasure of working along side Alan, who is truly a financial market guru applying both fundamental and technical analysis. The research that he published on his blog provided great insights to the team on financial markets over the past 2 years. He has the habit of diving deep into the data and analysing them, and subsequently forecasting what are the possible scenarios using these data. Through our professional Journey, there were many instances that Alan correctly pointed out the bottoms and peaks, a true inspiration of financial literacy. He is a selfless man; always ready to extend help and guidance when needed. He is also someone who knows when to work hard and play hard, Alan is truly an asset to any community. Good man!
Isaac Tan, Senior Investment Advisor at iFAST Global Market
I knew Alan through a friend who was also a client of his. After knowing Alan, I understood why my friend sang high praises of him. His work ethics, market knowledge and sound advice are the qualities that I look for in a RM and has far surpassed them all. He puts his clients’ interests first and goes the extra mile to help his clients. He makes extra effort to understand his clients’ needs and tailor an investment solution to help his clients meet their investments goals. He is by far the best RM I have worked with and very grateful for the chance to know him.
Sharon Ker, Vice President at Goldman Sachs
Analytical and knowledgeable. Powerful man.
Lee Chee Wee, Ex Proprietary Trader at DBS Vickers Securities
No RMs have ever impressed me as much as Alan, not just with his depth of knowledge, but more importantly, his heart for service, affable nature and humility. He always put his client’s interests before his own, going the extra mile to manage your monies like his own. His regular updates, and his forward looking insights and deft management of my portfolios, have kept me sane when the markets went insane. It is my privilege and pleasure to have worked with him, and I certainly look forward to many more years ahead! Thank you Alan!
Cynthia Toh, Financial Advisor (COT) at Great Eastern
Alan is a great colleague he is willing to share and help his fellow peers. A knowledgeable gentlemen who takes pride and responsibility.
Kwek Ting Yu, Senior Business Development Manager at Standard Chartered Bank
Alan taught me about never to give up in things you are passionate in and I respect him for putting family on top of everything else!
Kelvin Ong (CFA), Investment Advisor at OCBC Bank
Alan is a humble and hardworking employee. Always willing to share his knowledge with his peers and shown much maturity in the workplace. An asset to any organnisation.
Jeffrey Teow, Senior HRBP at Twitter
Alan is passionate about his work and his life. An asset wherever he goes.
Brendan Sim, Vice President at DBS Bank
“The time working with Alan was pure enjoyment as well as him providing insights of his expertise in the equities market. He is a reliable colleague who is willing to go the extra mile.”
Stanley Chen, Director, Senior Investment Advisor and Team Lead at Standard Chartered Bank SG
“Alan has been a great and reliable partner to work with since our days in DBSV and SCB. You can trust him for advisory, execution of financial instruments.”
Gary Leong, Investment Counselor (Treasures Private Clients) at DBS Bank
Who is iFAST Global Market?
iFAST Global Market is a subsidiary of iFAST Corporation Ltd, a listed company on the Singapore exchange. We are a MAS regulated financial institution in Singapore providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia.
Open an Account with me!
If you like what I am doing and would like me to be your investment advisor, walking beside you in your investment journey, do open an investment account by clicking on the link below. For Singaporeans, the form can be filled up easily using “Myinfo”.
